See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,397-100.0% | $76,002-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 17.19% | 621.97%-604.8pp | 360.07%-342.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,269 | $3,317-61.7% | $2,688-52.8% | $4,661-72.8% |
| Participant deferral / active EE | $2,133 | $5,163-58.7% | $4,257-49.9% | $6,689-68.1% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |